Check out my new website!

I am so excited to announce my new and improved website!

Thanks to Laura Bean of One Stop Ops for designing and making the new site work. Willy Wilson of Life Unstill Photography did her best to make me look attractive. And, as ever, Catherine Tidd of Social Seed Marketing provided invaluable advice on keeping the new site up-to-date with my random musings. And finding typos. She’s good at that.

New features include:

Online classes – all the great financial tips from Kristi at a fraction of the cost and on your own time!
Click-to-Schedule for 15-minute intro calls and one-hour appointments.
Pay online for appointments – a plus for me and you!

I invite you to spend a little less time on Facebook and check out my new site today! www.sullivanfinancialplanning.com

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Kristi Sullivan

My name is Kristi Sullivan and I have been helping people achieve financial security since 1996. I am a fee-only financial planner and public speaker. I do no investment or insurance sales for commissions. My clients pay me for guidance through their financial questions. I also work with employers to educate their employees about personal finance. I have been helping people make financial decisions for 18 years. I have worked in employee benefits and with individual clients/families. I hold the Certified Financial Planner designation. Sullivan Financial Planning, LLC is a Registered Investment Advisory firm with the State of Colorado. Areas of expertise include prioritizing savings goals, investment allocation, and wealth manager searches.